Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History
Geneos Wealth Management Inc.
- $2.77 Billion
- Q4 2024
A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 620 shares of AVLV stock, worth $42,426. This represents 0.0% of its overall portfolio holdings.
Number of Shares
620
Previous 400
55.0%
Holding current value
$42,426
Previous $26,000
57.69%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AVLV
# of Institutions
344Shares Held
64.8MCall Options Held
0Put Options Held
100-
Wealth Enhancement Advisory Services, LLC7.71MShares$527 Million1.11% of portfolio
-
Merriman Wealth Management, LLC1.97MShares$135 Million5.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.91MShares$131 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.88MShares$129 Million0.03% of portfolio
-
Northwestern Mutual Wealth Management CO1.77MShares$121 Million0.1% of portfolio